{"id":"exec-meeting-prep-sheet-headings","audience":"executive-assistants","category":"leadership-work","track":"leadership","level":"intermediate","technique":"context","title":"Prepare a one-page meeting prep sheet for your executive","free":false,"task":"Prepare a prep sheet for your executive, Samira Haddad, for tomorrow's 30-minute call with a prospective partner. Plain text, under 150 words, with these headings on their own lines in this order: Goal, Who is on the call, Know before you go, Likely asks, Do not commit to. Use only the notes. If a name or title is unconfirmed, write (unconfirmed) after it.","materialLabel":"Notes and emails (attached to your prompt automatically)","material":"Call: Wed 3:00 pm, 30 min, video. Partner: Northgate Logistics.\n\nGoal (from Samira): explore whether Northgate would resell our scheduling software in the Midwest. No pricing talk.\n\nOn their side: Arjun Mehta, VP Partnerships (confirmed on the invite). Also \"someone from legal\", name not given.\n\nKnow: Northgate has 14 depots across 5 Midwest states (their website). They already resell a competitor's routing tool (per Arjun's email). Last year's revenue is rumored to be $300M; not confirmed.\n\nLikely asks (from Arjun's email): the commission structure, whether we have a Midwest customer reference (we do have 2 Ohio customers, both fine to name per Samira), and a 90-day pilot.\n\nDo not commit to: exclusivity, pricing, or any commission number; those need CEO approval. (Samira said so.)\n\nSamira prefers short bullet-free notes.","rules":[{"type":"maxWords","max":150},{"type":"plainText"}],"mistakes":[{"title":"Different headings","why":"The AI picks its own headings.","fix":"Say: \"Use these five headings, in order.\"","checks":["r0"]},{"title":"Stating rumors as facts","why":"The AI says Northgate has $300M revenue.","fix":"Say: \"Mark unconfirmed items (unconfirmed) or leave them out.\"","checks":["r1"]},{"title":"Missing commitments to avoid","why":"The AI omits the do-not-commit list.","fix":"Say: \"List exclusivity, pricing and commission under Do not commit to.\"","checks":["r2"]},{"title":"Markdown bullets","why":"The AI uses bullets and bold.","fix":"Say: \"Plain text, no bullets.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each section: \"each section under 30 words.\"","checks":["maxWords"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Headings","patterns":["goal","who is on the call","know before you go","likely asks","do not commit"]},{"label":"Unconfirmed","patterns":["unconfirmed"]},{"label":"Only notes","patterns":["only (the )?notes"]},{"label":"Plain","patterns":["plain text","no bullets"]},{"label":"Word limit","patterns":["under \\d+ words"]}],"hint":"List the five headings and the rule for unconfirmed facts.","rubricLabels":["Uses exactly the headings Goal, Who is on the call, Know before you go, Likely asks and Do not commit to on their own lines in that order","Who is on the call lists Arjun Mehta, VP Partnerships, and the legal attendee as unconfirmed; Know before you go has the 14 depots across 5 states and the competitor tool, and marks the $300M revenue as unconfirmed or leaves it out","Likely asks covers commission structure, the Midwest reference (2 Ohio customers) and the 90-day pilot, and Do not commit to covers exclusivity, pricing and any commission number"]}